See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,354 | $99,877-92.6% | $84,966-91.3% | $145,922-95.0% |
| Participation rate | 81.3% | 74.1%+7.2pp | 67.5%+13.7pp | 80.3%+1.0pp |
| Annual return | 42.35% | 83.76%-41.4pp | 66.38%-24.0pp | 561.29%-518.9pp |
| Employer contribution / active EE | $1,766 | $3,231-45.4% | $2,727-35.3% | $4,660-62.1% |
| Participant deferral / active EE | $3,848 | $5,291-27.3% | $4,519-14.8% | $6,688-42.5% |
| Admin fee / account holder | $336 | $7,248-95.4% | $6,149-94.5% | $13,397-97.5% |